Matrix
Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!
56 results found
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Add Avails/Proposal as an activity option
It takes time to build proposals and avails, it would be nice to have that time accounted for. Currently I use the drop down button other. I would like to see call, meeting, avails/proposals, and email.
1 voteProposal and Avail are now activity options under the “Other” Activity Type
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View Activity Type sub lists in Activity Report
The Activity report only shows "Meeting" or " Call", but there is not a way to see if it was a CNA Meeting or a Closing Call.
8 votesWe have just finished testing this feature.
This will allow you to determine the exact Activity type being used whether it’s a generic Call or a more specific “Cold Call”. The export will be the most useful location to get this information (deemed more important than the on-screen version by many of you who voted thanks!)
We are on track to have this released before the end of the year as part of a 100% Customer Feedback release so keep your eyes peeled for communication from us both within Matrix or your Inbox!
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Have ability to report by Priority in Activity REPORT
I would like to be able to filter by PRIORITY in Activity Reports. I know I can currently do that in the Account List, but it would be helpful to be able to track activities by Priority.
Thanks!
2 votesWe have recently released a new Activity Analysis Dashboard within Matrix Premium. This dashboard has a section to create a report where you can set the Account Priority as one of your hierarchy items as well as many other new fields that were never before reportable within Matrix.
If you are a Matrix Premium customer we encourage you to take a look today. If you aren’t, contact our sales team by calling 877.687.9066 and let us know that you want Matrix Premium today!
Thanks for your feedback!
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Sort the completed activities most recent to oldest
I like to see my most recent completed activity first but Matrix, by default, sorts oldest to newest which doesn't make any sense (to me). I understand that with one keystroke, I can resort it the way I want it, but that keystroke should not be necessary. I believe that if you put the question out to users, 99% of them would agree that the default sort is the opposite of what we all want.
4 votesWe have just completed this as part of a great account profile redesign. Activities display in a chronological order as you described and now read like a feed.
You will be able to see this next week after our release.
Thanks!
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Duplicate activities to multiple accounts at one time, or in one task.
We should be able to copy the same activity to multiple accounts so we don't have to enter it individually multiple times. For example, if I send out a market update to 30 accounts/agencies, it would be easier to enter one activity and copy it to multiple accounts.
5 votesThis is now part of our List Builder feature! In the next release, you’ll be able to create a list of accounts that you performed a similar action with (or hunt and pick out the accounts from your entire list) and then create a mass activity to be applied to each of those accounts.
This will be part of Matrix Premium. If you would like more information about this and any other of our great features, please contact our sales team at 877.687.9066 and we’ll be happy to discuss how we can make you and your sales team faster, smarter, and more efficient!
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Be able to close multiple activities without going in to edit each one
I would like the ability to close multiple activities at once with a check box or something without having to go into each activity and edit it. If I am away from the office and complete 5 or 6 things on my list I would like to be able to close them all out at once when I get back to the office.
5 votesWe have just finished testing on this enhancement.
The goal is to allow you a quick one click way to close an activity without editing it anywhere you find a list of activities (What’s Next Pod to Activity List)
This is on track for being available before the end of the year as part of a 100% Feedback release.
Thanks for your patience!
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Create a Calendar view for Activities
It would be nice if I could view my activities list as a calendar instead of always as a list. Doing this would allow me to easily see where I have time available and where I have time blocked off when I'm on the phone with a customer and looking for the next available time to meet with them.
4 votesThis feature is now live in Matrix! To access it, navigate to the Activity List and click onto the Calendar tab if it isn’t already selected for you.
Matrix will display your Calls, Meetings, and Other Activity types as well as show you when deals are estimated to be closed or actually closed within Matrix.
We’re extremely excited to share this with you so I hope that you all find it valuable. Please refer to matrix University for a quick reference guide that can walk you through all of the functionality of the calendar. You may just find it replacing your list entirely!
Thanks for the feedback…onto the next awesome feature!
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Need to add Hawaii Time Zone
There is a problem. We are in HST time so when our AE's export things into their Outlook calendar from Matrix the time is always off...can you guys please fix this by adding Hawaii Time Zone??
1 voteWe just finished adding Hawaiian, Alaskan, and Arizona timezones to Matrix. You can expect to see this in a patch in mid July.
Thanks for reaching out to us and for your patience!
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Mobile change
On the mobile web activities disappear after they are past there time. So you can not complete the task after the set time. It would be great if all incompleted tasks would show up even after there do date / time
Thank you
Gregory Spaulding
WVNSTV
304-22-55831 voteWe are nearly complete with development on our new mobile solution that will be rolled out over the next few big releases in phases and possibly in small test groups as well. Look for the first fully functional solution near in the July 25th release!
The good news is it’s the same site so if you’ve bookmarked the site already there’s nothing you’ll need to do.
This request is definitely in the product and you can now see all of your incomplete and completed activities for your Accounts and Contacts from both a straight list or on their respective profile pages.
Thanks so much for your help in making this a reality.
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Display an Activity Entry Date
There is no where in Matrix, where you can view the date an activity was entered.
If this date could be added to the Activity report, that would great!
This is important to know, as it will determine if an AE is entering multiple activities on the same day or when they occur or are planned. The longer an AE waits to create an activity, the more the entry becomes more "garbage" vs. valid.
4 votesWe have recently released an Activity Analysis Dashboard within Matrix Premium that has the capability to report on Activity Creation Date for the first time within Matrix.
Many other new activity reporting options have been packaged into this so if you have Matrix Premium give it a look today!
If you do not have Matrix Premium, contact our sales team at 877.687.9066 and tell them that you want Matrix Premium today or let me know about your interest and I’ll put the right people in touch with each other.
Thanks for your feedback!
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Export the Activity List to be like a To Do list
We do wish we could print the ACTIVITY LIST so we could use it as a "to do" list per say. If we go to report it gives a lot of information in excel and is extra work to make it just a to do list. This would be a very helpful tool for the account executives
4 votesWe’ve recently enhanced our mobile solution to include everything from your Activity List on the desktop and as such this is now a great interactive to do list!
Update and complete your activities as they happen in order to “cross them off” your list and move onto the next.
Hope this helps to improve your workflow!
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"Add Quick Activity" button,
Instead of just "Add Quick Deal" button, I need an "Add Quick Activity" button. I use it way more than I add deals, for example each call I make I'd like to just be able to make a quick click and add the details rather than going into each account.
2 votesI haven’t heard back from this so I am going to assume the alternate workflow did the trick.
Completing this request.Thanks for the feedback!
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create activity type sub lists
Drop down box “Activity Type” in Activity can we add “Cold Call”,” C.N.A” for customer needs analysis ,”PREZ” for presentation, etc
10 votesWe have just finished testing on this feature and it will be ready for the next release.
Our Success Managers are reaching out to your organizations in order to get a list together specific for your team/organization so that this feature will be 100% ready to go the day it launches with your custom Activity Types.
Really great idea with this one! Keep them coming!
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Integrate a calendar and it could potentially replace other calendars
Integrate a calendar and it could potentially replace other calendars.
2 votesI’m going to take no response as being satisfied with the current Internet Calendar Subscription options.
if you have any additional feedback, please do not hesitate to let us know! We love to hear from everyone!
Thanks
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fix the automatic populate of the Account.
I have been entering some activities and for some reason, it won't save without an error saying the account is not entered. I enter the contact, then it automatically populates the account/Client.
1 voteI’m not sure when this was fixed, but I just verified that I could create/save an activity by adding a contact that autofills the account for me.
If you are still finding an error with this, please call (877)687-9066 and let us know.
thanks!
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Have the ability to revise ALL fields on a completed activity
Currently, I can revise the activity's notes but cannot revise contact infoormation on the same activity. It would be nice if I could edit all fields on a completed activity.
12 votesWe have just finished testing on this enhancement. It will be available around the end of Q3 as part of a big fall release, filled with other great ideas (many from users like you!)
Thanks for sharing this one with us.
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